ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 76 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $263,000 | -12.3% | 1,918 | -18.5% | 0.01% | -22.2% |
| Q3 2021 | $300,000 | -4.5% | 2,352 | -3.1% | 0.02% | -5.3% |
| Q2 2021 | $314,000 | -26.5% | 2,427 | -31.8% | 0.02% | -34.5% |
| Q1 2021 | $427,000 | -35.0% | 3,560 | -39.8% | 0.03% | -40.8% |
| Q4 2020 | $657,000 | +25.4% | 5,912 | +5.8% | 0.05% | +8.9% |
| Q3 2020 | $524,000 | +54.6% | 5,589 | +44.4% | 0.04% | +36.4% |
| Q2 2020 | $339,000 | – | 3,870 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trinity Wealth Management, LLC | 107,041 | $12,564,433 | 7.79% |
| G&S Capital LLC | 8,876 | $1,041,892 | 0.53% |
| CLIENT 1ST ADVISORY GROUP, LLC | 3,971 | $466,116 | 0.25% |
| BCGM Wealth Management, LLC | 3,187 | $374,070 | 0.17% |
| TKG Advisors, LLC | 2,021 | $237,224 | 0.16% |
| Bison Wealth, LLC | 5,055 | $593,322 | 0.12% |
| MA Private Wealth | 3,218 | $377,752 | 0.09% |
| Keystone Financial Group | 4,382 | $514,358 | 0.09% |
| Wharton Business Group, LLC | 12,810 | $1,504 | 0.08% |
| Cypress Wealth Services, LLC | 1,903 | $223,363 | 0.06% |